What if your files or documents are stored in SharePoint and you need to attach them and send through a Dynamics CRM email? Generally, we do it by downloading a file and attach it to the email or note in CRM. But there is a way so that we can directly browse the file from… Read More »
In a Customer – Vendor relationship, customer service is the most important aspect. With Microsoft Dynamics CRM 2013 Service Pack 1 or Microsoft Dynamics CRM Online Spring ’14, there have been many enhancements around service and we have discussed them in various articles on this blog. We can setup SLA’s for our customer service management,… Read More »
CRM 2013 now allows java script coding on header fields as well as BPF fields. Sometimes we come across with the requirement where we need to write script on the fields existing in the business process flow and not on the form. Same with the fields on header of any form. When a form displays… Read More »
Introduction: Recently, we came across a situation where we were only assigned System Customizer Role in a client environment to give dev access to the organization customizations. It was our understanding all along that System Customizer role is provided to developers for customizing the system and System Administrator being the other role that provided complete… Read More »
Introduction: Configuring Outlook Client usually involved making sure the regular stuff was done i.e.: Adding the server url to trusted sites. Checking whether the machine time matches the server time. Able to access Dynamics CRM through Web Client. Whether Windows Identity foundation was installed. Credentials cache cleared (Note: You can clear the credentials by going to the control… Read More »
There have been times when we need to configure IFD and both, ADFS and CRM are installed on same server. In case of Windows server 2008, we need to install ADFS 2.0 and in Windows server 2012 standard, ADFS 2.1 comes by default as a part of windows features, we just need to install and configure ADFS.… Read More »
How good were the old days of CRM 2011 that even at the point of creation of records you were notified on the entity form itself that the particular record is a duplicate record and hence the data duplication was reduced to a considerable amount. But suddenly in CRM 2013 Duplicate Detection was removed partially i.e.,… Read More »
Introduction: With the Spring Release of CRM 2013, we now also have Server-side sync available for Dynamics CRM and Microsoft Sharepoint Online. Yes it did support Sharepoint integration in the earlier release too but as the name suggests Server-side synchronization will now handle automatic authentication between CRM and Sharepoint. The credentials that you used to… Read More »
We all are aware about vast updates introduced in Dynamics CRM 2013 SP1 or Spring release and our various blog posts have been addressing each and every feature in detail. This blog will list some small but useful/ advanced features released with this update and not talked/ known about much. New Parameters introduced in Query… Read More »
Introduction: Entitlements is a new concept introduced in CRM 2013 Spring release and it is the same concept of Contracts with advanced capabilities which were not available in Contract and had limitation in the past. It supports Allocation Types of Cases and Hours. You have the entitlement validity dates within which the entitlements are applicable.… Read More »